“More than 50 years combined experience in the financial industry.”

“More than 50 years combined experience in the financial industry.”

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Charles Wareham, CEO

Financial Advisor
Registered Principal
860.218.2048 x 202

Charles Wareham is a thought leader, people leader, and experienced investment manager with a clear vision on the world. As a young entrepreneur, he has guided organizations, people and businesses quite literally from age 13. He’ll say his most special talent is an ability to see systems – the way that things interact together – with a clarity and foresight bordering on clairvoyance.

Charles is considered one of New England’s foremost authorities on college funding and is a trusted advisor for school counselors seeking his expertise. Thousands of families have found lasting value in his quick-to-grasp insights and many have become loyal clients with some relationships spanning decades.

As Valark’s CEO he leads the firm with more than 25 years’ experience in college funding strategies, retirement planning, estate planning, and investment portfolio design. He trains our people, and sets our standards.

Charles began his career in 1992 with American Express Financial Advisors where he served as Branch Manager and Senior Financial Advisor before opening an independent practice through LPL Financial in 2005. The office was quickly recognized as one of the area’s 25 fastest growing companies by the Hartford Business Journal. In 2013 Charles led the office through a transition to become the truly independent Valark Financial Services.

As both a member of Business for Downtown Hartford and resident of the city, Charles is passionate about the revitalization of the downtown Hartford area. When not running the office, researching opportunities or spending time with family, he is a part-time pilot, accomplished musician and photographer, and serves as an officer in the local Civil Air Patrol.

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